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Eastern Bankshares

287 hedge funds and large institutions have $3.25B invested in Eastern Bankshares in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

64,917% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $6K

120% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 59

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

18% more capital invested

Capital invested by funds: $2.76B → $3.25B (+$490M)

11.74% more ownership

Funds ownership: 71.95%83.68% (+12%)

7% more funds holding

Funds holding: 267287 (+20)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
130
Reduced
59
Closed
30
Calls
$3.9M
Puts
$6K
Net Calls
+$3.9M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$288K
FT
177
Fiduciary Trust
Massachusetts
$274K
OQS
178
Occudo Quantitative Strategies
Florida
$271K +$269K +14,690 New
CWM
179
CIBC World Markets
New York
$270K +$268K +14,663 New
MFA
180
Mayflower Financial Advisors
Massachusetts
$267K +$56.1K +3,065 +27%
KFS
181
Kurt F. Somerville
$263K
PE
182
PCM Encore
Colorado
$260K +$258K +14,109 New
Mackenzie Financial
183
Mackenzie Financial
Ontario, Canada
$257K +$31.4K +1,714 +14%
SPP
184
Single Point Partners
Massachusetts
$255K
Prudential Financial
185
Prudential Financial
New Jersey
$252K -$7.74M -422,855 -97%
PI
186
PFG Investments
New York
$251K +$15K +820 +6%
BC
187
Barrett & Company
Rhode Island
$250K +$98.3K +5,369 +66%
WIA
188
World Investment Advisors
California
$241K +$240K +13,091 New
Raymond James Financial
189
Raymond James Financial
Florida
$239K +$3.94K +215 +2%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$239K -$216K -11,777 -48%
SCM
191
Sterling Capital Management
North Carolina
$237K -$13.5K -739 -5%
AWP
192
Abacus Wealth Partners
California
$236K +$234K +12,801 New
EWA
193
EP Wealth Advisors
California
$235K +$234K +12,778 New
TIM
194
Tortoise Investment Management
New York
$230K
VPIM
195
Vanguard Personalized Indexing Management
California
$223K -$12.4K -678 -5%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$211K +$141K +7,721 +208%
JFG
197
Jefferies Financial Group
New York
$211K +$209K +11,429 New
LNB
198
Ledyard National Bank
$210K
QCG
199
Quadrant Capital Group
Ohio
$202K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$197K +$128 +7 +0.1%